Harbour Wealth Management Group, Inc.

Q4 2025 13F Holdings

  • Location
    daniel island, SC
  • Num holdings

    91

  • Value ($000)

    $127,865

  • Date Filed
    02/19/2026
  • Form type
    13F-HR
  • CIK
    0002085855
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IAU

ISHARES GOLD TR

ISHARES NEW
$13.14M
10 %

161,869

PHYS/U

SPROTT ASSET MANAGEMENT LP

PHYSICAL GOLD TR
$13.03M
10 %

394,729

LQDH

ISHARES U S ETF TR

INT RT HDG C B
$8.96M
7 %

95,991

SPY

SPDR S&P 500 ETF TR

TR UNIT
$4.86M
4 %

7,122

XLE

SELECT SECTOR SPDR TR

STATE STREET ENE
$4.1M
3 %

91,769

AAPL

APPLE INC

COM
$3.85M
3 %

14,178

DON

WISDOMTREE TR

US MIDCAP DIVID
$3.85M
3 %

74,526

XITK

SPDR SERIES TRUST

STATE STREET SPD
$3.5M
3 %

19,636

IVLU

ISHARES TR

MSCI INTL VLU FT
$3.47M
3 %

91,306

---

TIDAL TRUST I

FOLIOBEYOND ALTE
$3.41M
3 %

94,366

Rows Per Page
10
  • 5
  • 10
  • 20
  • 30
  • 50
  • 100
1 - 10 of 91